Finance planner jobs in West Bloomfield, MI

Golden Reserve is looking for an experienced financial retirement planner. We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started. Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows (********************************************************** Seminars and Digital channels. Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country. We provide: Salary : Retirement Planner (2-4 years of client selling experience) - $125,000, increasing to $175,000 in Year 2 Senior Retirement Planner (5+ years of client selling experience) - $150,000, increasing to $200,000 in Year 2 Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation Prospects - you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads Benefits - Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance We expect: · Conversion : we deliver the leads - we expect you to win and convert them into clients · Service : provide excellent customer service to your existing clients · Commitment : we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials. Click to see our Radio, TV & YouTube shows (********************************************** and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your Financial Advisor (********************************** You can also learn more at ********************** Requirements We require: Three (3) years+ of new client meeting experience State Life and Health Insurance Licenses FINRA Series 65 registration, or equivalent GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter Salary Description Starting at $150,000 base per yr plus incentives

Full Time | Onsite Summary of Duties: This individual will be primarily responsible for the support of Portfolio Managers in matters such as investment research, trading, operational/administrative support functions and bank technology. The analyst will also be responsible for assisting with special projects as assigned Essential Functions: Conduct due diligence on existing and prospective investments Collaborate with portfolio managers on research, trading and operational/admin support Create and maintain models in trading system Support model rebalancing activities Become a student of financial markets Active participant in equity and fixed income committee meetings Function as liaison with fund managers and schedule reviews as appropriate Incorporate AI to increase efficiency and scale within the Trust Department Become subject matter expert on bank technology systems Assume additional responsibilities as requested Requirements Undergraduate degree 2-5 years of experience Strong analytic skills - detail oriented Strong technology/software skills Familiarity with AI utilization Passion for learning/understanding investments and financial markets Demonstrated commitment to professional development Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Work involves standing and walking for brief periods of time but most work is done from a seated position. The ability to meet with clients outside of the work environment is required. Length of day is unpredictable; long hours may be required to attend business meeting/dinners and entertain clients. There is potential for eyestrain from reading detailed printouts and computer screen. Work normally requires finger dexterity and eye-hand coordination to operate computer keyboard at a moderate skill level. Deadlines, disgruntled customers, workloads during peak periods and pressure to achieve goals may cause increased stress levels and additional work hours. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Exempt - Grade Level 8 Equal Employment Opportunity Corporate Values & Mission “Provide superior service, quality advice, and show utmost respect to everyone we meet.” The function of the Financial Advisor is to provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families. He/she must have exceptional understanding and investment expertise in the full range of wealth management and related products, services, and processes. He/she must be able to operate in an autonomous and entrepreneurial work environment. Reports to: Financial Advisor Team Lead Essential Duties & Responsibilities Partner closely with Retail Bank Branch Managers and staff and with other business units, department managers and staff by providing education about the benefits of the investment program to ensure multiple quality referrals. Assist existing clients in the areas of investment management, retirement planning, risk management, income strategies and financial planning. Provide advice to help clients achieve their financial goals and objectives. Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. Perform and follow the Bank's policies, procedures, and service standards. Meet established sales/revenue goals. Collaborating with Commercial Lending and Retail Bank Officers, professional contacts (ie., Attorney and CPAs) to generate additional relationships. Build and maintain client base, keep current client plans up-to-date and recruit new clients on an ongoing basis to expand AUM. Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. Prepare and interpret for clients' information such as investment performance reports, financial document summaries, insurance reviews, retirement projections, and cash flow projections. Recommend suitable investments, insurance and banking services that are congruent with the financial strategies created. New business development and marketing - develops leads and referrals from current clients, outside contacts and internal team members. Participate in sales meetings with prospective and existing clients. Client service duties - including, but not limited to extensive communication with clients and their advisors regarding investment performance, economic and market trends. Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and report any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. Be familiar, and comply with, all federal and state banking regulations as applicable. Actively participate in education opportunities in the areas of sales, marketing, economics, financial strategy, and insurance, investments, banking, and personal development as required by FINRA, Our Broker, and Insurance Regulations. Additional responsibilities as assigned. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required. Experience and/or Education Bachelor's Degree and/or five or more years of Industry experience Series 7 Series 65 or 66 Life/Accident & Health Insurance License Core Competencies In addition to the Essential Duties & Responsibilities, individuals in this position are expected to exhibit the following: Oral Communication - Speak clearly and persuasively in positive or negative situations; listen and receive clarification; respond well to questions; demonstrate group presentation skills; participate in meetings. Technical Skills - Assess your strengths and weaknesses; pursue training and development opportunities; strive to continuously build knowledge and skills; share expertise with others. Quality - Demonstrate accuracy and thoroughness; monitor work to ensure quality. Quantity - Meet productivity standards; complete work in a timely manner; strive to increase productivity; work quickly and accurately. Adaptability - Adapt to changes in the work environment; manage competing demands; able to deal with frequent change, delays, or unexpected events. Attendance/Punctuality - Follows schedule consistently in a timely manner; limits absenteeism; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time. Flexibility - able to provide flexibility and adapt to changing schedules. Dependability - Follow instructions; respond to management direction; take responsibility for own actions; keep commitments; commit reaching goals; complete tasks on time or notifies appropriate person with an alternate plan. Initiative - Undertake self-development activities; take independent actions and calculated risks; look for and take advantage of opportunities to help customers and ChoiceOne Bank; ask for and offer help when needed. Physical Demands & Work Environment Ability to work in an office environment which may include many hours of computer and telephone usage. In addition, this position requires many hours of “outside” or non-office activities that will place the employee in a variety of private and public environments. This position is remote-eligible on a hybrid basis. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.

Blumark Financial Advisors is a boutique firm offering holistic solutions to help clients achieve their long-term financial goals. If you are growth-minded and eager to develop your career while delivering exceptional client service, we want you on our team. About the Role: As an Associate Financial Advisor, you will work within our practice to ensure clients receive the highest level of service. You'll collaborate with senior advisors and team members, focusing on financial planning, retirement strategies, and investment solutions. This is a full-time position with flexibility for in-office and hybrid work. Key Responsibilities: Engage with clients to ensure they feel valued and connected to our financial planning process. Participate in case studies to develop comprehensive financial planning advice. Assist advisors with maintaining financial plans using MoneyGuidePro and Wealth Studios. Help develop retirement and investment strategies tailored to client goals. Observe meetings between senior advisors and clients. Qualifications: Bachelor's degree in finance or related field (or equivalent experience). FINRA SIE, Series 7, and Series 66 licenses, Michigan Life, Accident and Health. Minimum 1 year in the financial services industry. Progress toward CFP or similar designation is a plus. Strong proficiency in MS Office Suite and CRM systems (Salesforce experience preferred). Excellent organizational skills and ability to manage multiple priorities. Strong communication skills, both written and verbal.

Job Description: Financial Advisor - New Location - Brighton, MI About Us Financial Services of America (FSA) specializes in helping individuals achieve their retirement dreams through comprehensive financial planning. We pride ourselves on integrity, client-first service, and providing tailored strategies that encompass tax planning, estate planning, insurance, and investments. Recognized as a Top Workplace for 13 years by the Detroit Free Press , we're committed to fostering a supportive and rewarding environment for both our clients and our team. With the launch of a new location, we're looking for a motivated Financial Advisor to join us and make a difference in the lives of our clients. Position Overview FSA is seeking an experienced and detail-oriented Financial Advisor to spearhead operations at our new location. This role is ideal for a self-starter who thrives in a dynamic environment and enjoys public speaking, as it involves hosting retirement dinner seminars to educate and engage potential clients. No cold calling is required - FSA provides all marketing and appointments set for you in your calendar, so you can focus on building relationships and creating impactful financial plans. Key Responsibilities Build and maintain strong, trusting relationships with clients to develop personalized financial plans. Host and present at retirement dinner seminars, effectively communicating key financial concepts and engaging audiences. Provide holistic financial advice, including strategies for tax efficiency, retirement income planning, and asset management. Leverage company-provided leads to grow and manage a robust book of business. Maintain meticulous records of client interactions, plans, and follow-ups. Work independently to establish and grow FSA's presence in the new location while collaborating with the broader team to ensure consistency and alignment with company values. Stay informed on industry regulations, market trends, and financial planning tools to deliver up-to-date advice to clients. Qualifications Bachelor's degree in Finance, Business, or a related field, preferred but not required. Relevant certifications or licenses (Series 65/66, CFP, etc.) or a willingness to obtain them promptly. Minimum of 3 years of financial advising experience. Outstanding public speaking and presentation skills. Highly detail-oriented with exceptional organizational and time-management abilities. Self-motivated, proactive, and capable of working autonomously in a new market. Strong interpersonal skills and ability to build rapport with a diverse client base. Proficiency in financial planning software and tools. What We Offer No Cold Calling - FSA provides all marketing and appointments set for you in your calendar. Group Healthcare Plan 401k Competitive compensation, including a base salary ($78,000) and performance-based bonuses. Comprehensive training and resources to support your success. A client-centric approach that allows you to focus on delivering high-quality advice without the stress of prospecting. Opportunities for career growth and professional development. A collaborative and supportive company culture dedicated to excellence and integrity.

About LoVasco LoVasco is on a mission to inspire, engage, and empower one million people to build healthier and wealthier lives. Our core focus is to help organizations deliver world-class benefits and compensation to the employees they care about and steward individual's financial wellbeing in and out of the workplace. LoVasco Consulting Group serves two key audiences: • B2B- Total Rewards Strategy & Support: HR and C-Suite professionals of middle market organizations looking to build a world-class total rewards strategy, aligning health and retirement benefits, compensation strategy, and overall employee wellbeing. • B2C- Financial Planning & Wealth Management: Individuals looking for concierge-level financial advice in the context of a deep relationship with their advisor. The Opportunity While LoVasco has had a long history of solving estate and business continuity planning issues and serving thousands of 401(k) participants, we're expanding our Wealth Management team to offer a full suite of private wealth management services, including independent, unbiased advice to these individuals. The Job The Financial Advisor - Wealth Management will serve as a trusted partner to high-net-worth individuals, helping them navigate their financial future with confidence. You'll build deep, long-term relationships with clients, crafting customized financial plans that encompass investment management, estate planning, retirement strategies, and wealth preservation. Beyond advising, you'll play a key role in expanding our client base-networking, uncovering new opportunities, and driving the growth of assets under management (AUM). This is an exciting opportunity for an entrepreneurial, relationship-driven professional who thrives on making meaningful connections and delivering concierge-level financial guidance. Job Responsibilities Build and Strengthen Client Relationships: • Become a trusted financial guide, helping clients navigate their financial futures with confidence. • Engage with high-net-worth individuals, understanding their goals, concerns, and aspirations. • Provide ongoing insights, updates, and strategic advice to ensure clients stay on track toward financial success. • Deliver exceptional, concierge-level service-anticipating client needs and exceeding expectations. Develop Tailored Financial Strategies: • Craft customized financial plans that align with clients' wealth-building, retirement, and legacy goals. • Analyze financial data, uncover opportunities, and recommend strategic investment solutions. • Guide clients through complex wealth management decisions with clarity and confidence. Be a Leader in Investment Management: • Oversee client portfolios with precision-balancing risk, return, and long-term growth. • Research and evaluate new investment opportunities, ensuring the best strategies for each client. • Leverage technology and data-driven insights to enhance investment decision-making. • Communicate market trends in a way that's engaging, digestible, and actionable for clients. Expand Your Network & Drive Growth: • Take charge of business development-networking, building relationships, and expanding your client base. • Cultivate connections with professionals, entrepreneurs, and community leaders. • Leverage social media, digital tools, and innovative marketing to attract and engage new clients. Maintain Integrity & Excellence: • Uphold the highest standards of ethics, transparency, and client advocacy. • Ensure compliance with all financial regulations while delivering seamless, high-touch service. • Embrace a culture of continuous learning and professional growth. About You People who thrive in this position: • Possess an entrepreneurial spirit - driven to grow professionally and personally • A connector of people - enjoys engaging with people, cultivating positive relationships • Naturally curious - interested in new ideas, absorbing information, curious about many topics • Loves organization and project management - finds satisfaction in creating structure out of ambiguity • Values effective communication - believes that words matter and takes pride in written and verbal communication skills • Process-oriented and have knowledge of and/or the willingness to learn the Entrepreneurial Operating System (EOS) and David Allen's Getting Things Done (GTD) principles to manage long-term goals and daily projects/tasks • Thrives in an accountable environment - Takes extreme ownership over results. Education, Training, and Experience • Bachelor's Degree in Finance, Economics, or other related field • 5+ years of job experience required, directly serving high-net-worth individual's financial and estate planning needs • Hold Certified Financial Planner CFP designation or progress towards completion • Required to hold or obtain licenses including Series 7 and Series 66, State of Michigan Life Insurance license • Previous experience with complex financial planning engagements, and a significant record of accomplishments • Expertise in financial planning software platforms, especially Right Capital Benefits • Medical Insurance, including Health Savings Account options • Dental Insurance • Vision Insurance • 401(k) plan and company match • Employer-paid life insurance • Employer-paid short-term and long-term disability insurance • Flexible spending account • Generous paid time off • Paid parental leave • Summer Friday hours • Professional development assistance • Volunteer days with local charity • Team building events and outings • Sabbatical opportunity

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! 📄 Formal Application: The formal application can be found attached to this posting . Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR be ethical, accountable, and respectful; Maximize OPPORTUNITY own your results, because each day counts; and Create IMPACT by positively influencing the lives of families, teammates, and our community. Located in the heart of Metro Detroit, our office is uniquely positioned to support professionals in one of the nations most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, youll play a key role in helping those who power Michigans economy plan for lasting financial security. We offer a culture that values growth, connection, and purposewith team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alexs Lemonade Stand Foundation, were committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it. Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI. Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor : **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tek Wiegert Managing Director: How long with NM? Started as an intern in 2004 and joined full-time in 2005. Prior Experience? Joined Northwestern Mutual directly after college. Passionate About? Happily married with two children. Enjoys golf, skiing and snowboarding up north, and is an avid runner, participating in the Detroit Marathon annually. Coaches youth basketball and serves on the board of Camp Casey. Nick Hammer Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Previously a high school math teacher for 3 years and worked in Corporate Finance at Ford Motor Company for 4 years. Holds an MBA from Michigan State University. Passionate About? Married to Kristen and a proud father of four boys. Enjoys golf, spending time outdoors, attending Lions and Tigers games, and traveling with his family. Dominic Mirabella Managing Partner: How long with NM? Has been with Northwestern Mutual since 2008. Prior Experience? A graduate of the U.S. Military Academy and a U.S. Army veteran. Earned an MBA from the University of Florida before joining Northwestern Mutual. Passionate About? Enjoys spending quality time with his wife and their two children. Actively involved in the community and serves on the board of Camp Casey. A passionate supporter of all Detroit sports teams. Jake Paulson Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Played collegiate baseball at Oakland University and spent six years playing Minor League Baseball. Passionate About? Married with two young children. Enjoys hunting, fishing, and golfing in his free time. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tek Wiegert is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Job DescriptionBenefits: Life Insurance Bonus based on performance Company parties Health insurance Paid time off Profit sharing Training & development ROLE DESCRIPTION: As a sales team member with Julie Tourangeau State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Bachelor's degree in finance, economics, accounting, or a related field preferred. Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office

This is an onsite role. Please see the address below for this PRN role: Henry Ford St. John Hospital & Medical Center 22101 Moross Detroit MI, 48236 R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems, and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. As our Financial Counseling Representative I, you will help counsel uninsured and/or under-insured patients to attempt to obtain a paying funding source. Every day you will educate patients on their responsibilities and potential options while also accurately and compassionately explaining to the patient their financial obligations during the financial counseling session. To thrive in this role, you must have strong customer service skills, great attention to detail and the ability to multi-task and navigate between multiple systems simultaneously. Here is what you will experience working as a Financial Counseling Representative I: * Provide compassionate customer service to uninsured and underinsured patients, ensuring a positive financial experience. * Conduct financial screenings, explain costs, and benefit, and recommend payment options or financial assistance. * Help patients and families complete Medicaid and assistance applications, including gathering required documents. * Work with Case Management, Clinical staff, and outside agencies to determine eligibility, secure coverage, and advocate for patients. * Track authorizations and eligibility for services, alert appropriate staff to potential delays, and perform other assigned duties. Required Skills: * High School Diploma or GED, preferred. * 0-1 years of hospital experience For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook

Requirements Undergraduate degree 2-5 years of experience Strong analytic skills - detail oriented Strong technology/software skills Familiarity with AI utilization Passion for learning/understanding investments and financial markets Demonstrated commitment to professional development Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Work involves standing and walking for brief periods of time but most work is done from a seated position. The ability to meet with clients outside of the work environment is required. Length of day is unpredictable; long hours may be required to attend business meeting/dinners and entertain clients. There is potential for eyestrain from reading detailed printouts and computer screen. Work normally requires finger dexterity and eye-hand coordination to operate computer keyboard at a moderate skill level. Deadlines, disgruntled customers, workloads during peak periods and pressure to achieve goals may cause increased stress levels and additional work hours. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

Job Description: Financial Advisor - New Location - Chesterfield, MI About Us Financial Services of America (FSA) specializes in helping individuals achieve their retirement dreams through comprehensive financial planning. We pride ourselves on integrity, client-first service, and providing tailored strategies that encompass tax planning, estate planning, insurance, and investments. Recognized as a Top Workplace for 13 years by the Detroit Free Press , we're committed to fostering a supportive and rewarding environment for both our clients and our team. With the launch of a new location, we're looking for a motivated Financial Advisor to join us and make a difference in the lives of our clients. Position Overview FSA is seeking an experienced and detail-oriented Financial Advisor to spearhead operations at our new location. This role is ideal for a self-starter who thrives in a dynamic environment and enjoys public speaking, as it involves hosting retirement dinner seminars to educate and engage potential clients. No cold calling is required - FSA provides all marketing and appointments set for you in your calendar, so you can focus on building relationships and creating impactful financial plans. Key Responsibilities Build and maintain strong, trusting relationships with clients to develop personalized financial plans. Host and present at retirement dinner seminars, effectively communicating key financial concepts and engaging audiences. Provide holistic financial advice, including strategies for tax efficiency, retirement income planning, and asset management. Leverage company-provided leads to grow and manage a robust book of business. Maintain meticulous records of client interactions, plans, and follow-ups. Work independently to establish and grow FSA's presence in the new location while collaborating with the broader team to ensure consistency and alignment with company values. Stay informed on industry regulations, market trends, and financial planning tools to deliver up-to-date advice to clients. Qualifications Bachelor's degree in Finance, Business, or a related field, preferred but not required. Relevant certifications or licenses (Series 65/66, CFP, etc.) or a willingness to obtain them promptly. Minimum of 3 years of financial advising experience. Outstanding public speaking and presentation skills. Highly detail-oriented with exceptional organizational and time-management abilities. Self-motivated, proactive, and capable of working autonomously in a new market. Strong interpersonal skills and ability to build rapport with a diverse client base. Proficiency in financial planning software and tools. What We Offer No Cold Calling - FSA provides all marketing and appointments set for you in your calendar. Group Healthcare Plan 401k Competitive compensation, including a base salary ($78,000) and performance-based bonuses. Comprehensive training and resources to support your success. A client-centric approach that allows you to focus on delivering high-quality advice without the stress of prospecting. Opportunities for career growth and professional development. A collaborative and supportive company culture dedicated to excellence and integrity.

Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! 📄 Formal Application: The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Wiegert District of Northwestern Mutual, our mission is grounded in three core values: Act with HONOR be ethical, accountable, and respectful; Maximize OPPORTUNITY own your results, because each day counts; and Create IMPACT by positively influencing the lives of families, teammates, and our community. Located in the heart of Metro Detroit, our office is uniquely positioned to support professionals in one of the nations most essential and historically significant industries: automotive. From engineers and executives to skilled tradespeople, youll play a key role in helping those who power Michigans economy plan for lasting financial security. We offer a culture that values growth, connection, and purposewith team-building events, community involvement, and strong support systems. Through partnerships with organizations like Camp Casey and Alexs Lemonade Stand Foundation, were committed to making a difference both in and outside the office. If you're ready to grow your career in a people-focused, impact-driven environment, this is the place to do it. Our thriving office is located at: 101 W. Big Beaver Road, Suite 500, Troy, MI. Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor : **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Tek Wiegert Managing Director: How long with NM? Started as an intern in 2004 and joined full-time in 2005. Prior Experience? Joined Northwestern Mutual directly after college. Passionate About? Happily married with two children. Enjoys golf, skiing and snowboarding up north, and is an avid runner, participating in the Detroit Marathon annually. Coaches youth basketball and serves on the board of Camp Casey. Nick Hammer Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Previously a high school math teacher for 3 years and worked in Corporate Finance at Ford Motor Company for 4 years. Holds an MBA from Michigan State University. Passionate About? Married to Kristen and a proud father of four boys. Enjoys golf, spending time outdoors, attending Lions and Tigers games, and traveling with his family. Dominic Mirabella Managing Partner: How long with NM? Has been with Northwestern Mutual since 2008. Prior Experience? A graduate of the U.S. Military Academy and a U.S. Army veteran. Earned an MBA from the University of Florida before joining Northwestern Mutual. Passionate About? Enjoys spending quality time with his wife and their two children. Actively involved in the community and serves on the board of Camp Casey. A passionate supporter of all Detroit sports teams. Jake Paulson Growth and Development Director: How long with NM? Has been with Northwestern Mutual for 5 years. Prior Experience? Played collegiate baseball at Oakland University and spent six years playing Minor League Baseball. Passionate About? Married with two young children. Enjoys hunting, fishing, and golfing in his free time. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP. Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Comprehensive Medical Coverage, including Group Life and Disability Insurance and Parental Benefits. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tek Wiegert is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status. For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022

Full Time | Onsite Summary of Duties: This individual will be primarily responsible for the support of Portfolio Managers in matters such as investment research, trading, operational/administrative support functions and bank technology. The analyst will also be responsible for assisting with special projects as assigned Essential Functions: * Conduct due diligence on existing and prospective investments * Collaborate with portfolio managers on research, trading and operational/admin support * Create and maintain models in trading system * Support model rebalancing activities * Become a student of financial markets * Active participant in equity and fixed income committee meetings * Function as liaison with fund managers and schedule reviews as appropriate * Incorporate AI to increase efficiency and scale within the Trust Department * Become subject matter expert on bank technology systems * Assume additional responsibilities as requested Requirements * Undergraduate degree * 2-5 years of experience * Strong analytic skills - detail oriented * Strong technology/software skills * Familiarity with AI utilization * Passion for learning/understanding investments and financial markets * Demonstrated commitment to professional development Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Work involves standing and walking for brief periods of time but most work is done from a seated position. The ability to meet with clients outside of the work environment is required. Length of day is unpredictable; long hours may be required to attend business meeting/dinners and entertain clients. There is potential for eyestrain from reading detailed printouts and computer screen. Work normally requires finger dexterity and eye-hand coordination to operate computer keyboard at a moderate skill level. Deadlines, disgruntled customers, workloads during peak periods and pressure to achieve goals may cause increased stress levels and additional work hours. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.

Join Our Team as a Personal Advisor at Community Choice Credit Union! At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united. Compensation starting at $19.95 an hour! 📄 Formal Application: The formal application can be found attached to this posting . Please review and complete it to take the next step toward joining our team! What You'll Do as a Personal Advisor: Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members. Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs. Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions. Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards. Open accounts, enroll members in services, and clearly explain terms and conditions. Process and close loan applications, ensuring documentation accuracy and compliance. Apply security, compliance, and fraud training to protect members and their information. Meet or exceed sales and service goals while contributing to the success of your team and the organization. What We're Looking For: Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities. Exceptional member service skills: provide timely, courteous, and professional support to internal and external members. Adaptability: open to change, new responsibilities, and able to handle pressure effectively. Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas. Alignment with our core values: credible, charitable, committed, and united. Qualifications: High school diploma or GED. Passion for helping others and improving their financial well-being. Strong communication, organizational, and multitasking skills. Why Join Us? A supportive and collaborative work environment focused on helping members and communities thrive. Opportunities for personal and professional growth. Be part of a purpose-driven organization that values integrity, innovation, and inclusion. Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!